Please click here for a Tandem Account Overview.

Please click here for instructions on creating Tandem accounts.

Once a law firm's AppColl PM Plus account is connected to another PM Plus, PM Pro or corporate Tandem account, there are different options for controlling what data is synced. The data being synced can include: 1) The matters associated with the client. 2) All external deadline tasks associated with the synced matters. 3) Any custom task types associated with the synced tasks. 4) Files associated with the tasks and matters. 5) Contacts associated with the synced matters and tasks.

Access Advanced Account Sync Settings
You will have the chance to initially choose sync settings once you click the Create Tandem Account button in the Tandem module. These options include:

1. Once you create a Tandem account, the easiest way to access advanced options is to first, select the Tandem Account from within the Tandem module. 

2. Next, click the Manage Sync button to automatically go to the Settings > Account Syncing page. Please note: Only account admins can access settings. 

3. The Account Syncing page will open. To edit a sync and work with further options, click the Edit button. 

4. Work with the full list of options in the Account Sync Configuration window. Check or uncheck Sync Options. (Note that Matters and Contacts sync automatically). The Sync related prior art checkbox allows for syncing prior art from the destination account to the source Tandem account. By default, this option is turned off.
5. Click the Columns button to edit which columns are synced. Clicking on the Columns button will allow different configuration options for the source and destination accounts. The source account can enable or disable columns from being sent to the destination account. The destination account can disable columns from being sent to their account for the selected sync or map (redirect) columns from the source account into different columns in the destination account. To map a column, edit the sync from the destination account, edit the columns for the desired module, find the desired column to map, and select the “Mapped To” column in that column’s dropdown.
6. Select from the Mode dropdown to choose whether data is being added updated, or deleted, just being added, or added and modified.
7. Select from the options in the Checkboxes as needed. The first checkbox allows for the destination account to manually sync their data at will. The second checkbox allows for the destination account to see what data will be synced when a sync is performed either manually or via the nightly automated schedule. You may also choose from the third and fourth options as needed related to non-contact and contact records. 
8. Click the Ok button. 

9. Click the Delete (Trashcan) button if a sync configuration is no longer needed. Please note that sync configurations cannot be recovered once deleted.
10. Uncheck the Enabled checkbox to disable a sync. Checking the box again will re-enable the sync.
11. Click the Preview button to preview data that is synced. This is helpful if you are making changes to a sync. Clicking the Preview button generates a popup that shows progress of the preview generation. The popup shows progress percentage, the number of records synced, and the number of records that will be added or updated if the sync is performed. Once the preview generation completes, you will receive another pop-up showing a detailed view of what changes will be made if the sync is performed. 
12. Click the View button to open a new browser to view information on the current state of the syncing of records. This will open a new browser tab which contains information on the current state of the syncing of records between the source and destination accounts.  An example of this page is shown below. The “SourceRecordDesc” column identifies which record in the source account the row corresponds to.  The “Status” column indicates if the record synced properly or not.  The “Message” column provides detail as to what happened.
13. Click the Sync Now button if you wish to immediately sync any changes. Note that syncs automatically run every night. 
14. Click the Clear button to delete all information in an account that has been synced from your account. Note that unless you disable or delete the sync the information will be re-transferred the next time the automatic nightly sync occurs. 

Viewing a Default Sync

15. You can view the data synced once a Tandem account is created by going to the Matters module and selecting the newly created report for the Tandem (or sync) account from the Select Report drop down menu. 

16. Review columns being synced to the Tandem account as needed, scrolling horizontally across the matter report. 
17. Click the Columns link to easily add or remove columns. 

18. Select from Available Columns as desired to put them in the Columns Selected field, or move them back to the Available Columns field to hid them. When you are finished, click OK. 

19. If you modified the columns, save the view you just created as a report by clicking the Save View As Report button. 

20. Be sure to click the Overwrite any existing report with this name checkbox. 
21. Click the Save button.